> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your subscription invoices and receipts

> Find every charge ClinikEHR has made, download a receipt or a PDF, and understand what a failed payment does to your workspace.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['all']} plans="All plans" roles="Owner" />

<Info>
  **Two different things are called "invoices" in ClinikEHR.** This page is about what **you pay us** — subscriptions, staff seats, add-ons and credit packs. The invoices you raise for your own patients or customers are a separate module inside the workspace: see [Invoices](/practice/money/invoices). Nothing on this page affects them, and nothing there appears here.
</Info>

Your own billing lives outside every workspace, on your personal home.

<Path steps={['Personal home', 'Billing', 'Payment History']} />

<TaskHeader before="Ownership of at least one workspace" time="2 minutes" after="The charge you were looking for, with a receipt you can file" />

## Find a charge

<Steps>
  <Step title="Open Billing on your personal home">
    The top navigation is **Dashboard**, **Clinics**, **Billing** and **Settings**. **Billing & Subscriptions** covers every workspace you own, not just the one you were last in.
  </Step>

  <Step title="Go to the Payment History tab">
    The four tabs are **Overview**, **Plan Subscriptions**, **Add-on Features** and **Payment History**. The last one is the ledger.

    Above the table, **Total Payments**, **Successful**, **Pending/Failed** and **This Month** give you the shape of it at a glance.
  </Step>

  <Step title="Narrow it down">
    Search with **Search payments...**, or filter by **Status** (**All Status**, **Paid**, **Pending**, **Overdue**), **Type** (**All Types**, **Subscription**, **Add-ons**, **Metered**, **Top-Up**), **Date** and **Clinic**.

    **Type** is the fastest way to answer "what was this?" — a staff seat or a plan renewal is a **Subscription**, a credit pack is a **Top-Up**, and per-use clinical charges are **Metered**.
  </Step>

  <Step title="Open the row">
    The **Invoice Details** sheet shows **Invoice**, **Clinic**, **Plan**, the **Dates** block (**Invoice Date**, **Due Date**, **Period Start**, **Period End**, **Payment Date**), a **Breakdown** with **Discount** and **Total**, and **Payment Information** naming the **Provider**, **Billing Cycle** and **Reference**.
  </Step>
</Steps>

## Get the paperwork

* **Download Receipt** — the icon on each row of the table, for a single charge.
* **Download PDF** — inside the **Invoice Details** sheet, for the full document.
* **Export** — at the top of **Payment History**, for the whole filtered list. **Export Data** on the page header does the same for your billing overall.

Receipts are also emailed by the payment provider when a charge succeeds, to the address on the account that owns the workspace. If your bookkeeper needs them, the reliable route is to download from here rather than to forward mail — this list is the record that stays complete.

## Add-on subscriptions

<Path steps={['Personal home', 'Billing', 'Add-on Features']} />

**Premium Add-ons** are billed alongside your plan and managed on their own tab — **AI Note Taker**, **ePrescribe**, **ePrescribe PDMP** and **eLabs Access**. Each card shows its price, whether it is **Active** or **Not Subscribed**, and either **Add Feature**, **Included with your plan**, or **Requires Paid Plan** if your plan cannot carry it yet.

Cancelling one warns you: "You'll lose access at the end of your current billing period. This action cannot be undone." The charge then stops at the next cycle, not immediately.

## When a payment fails

<Warning>
  **A failed renewal takes your paid features away.** A subscription that is not active or trialing is treated as Free across the whole workspace — for every member, immediately, even though the plan name still shows. Your records, notes and history stay fully accessible and nobody is locked out, but the paid capabilities stop until the payment goes through.
</Warning>

You will see the row as **Overdue** under **Payment History**, and the workspace card under **Plan Subscriptions** as **Past Due**. Fix it from the **Fix Payment** prompt or by going through checkout again — see [Payment methods](/platform/plans/payment-methods).

The **Overview** tab is the quickest health check: **Billing Alerts** reads "All Payments Up to Date" — "No outstanding invoices or payment issues" — when there is nothing to do.

## Check it worked

* The charge you were looking for is in **Payment History** with the right **Clinic**, **Date** and **Amount**.
* Its **Status** reads **Paid**.
* **Download Receipt** produces a file that opens.
* **Overview** shows **Monthly Spend** matching what you expect across your workspaces.

## If something goes wrong

<AccordionGroup>
  <Accordion title="No Payment History">
    Either nothing has been charged yet — normal on Free and during the no-card trial — or your filters are excluding it. The empty state distinguishes the two: "No payment history available for your clinics yet." versus "No payments match your current search criteria."
  </Accordion>

  <Accordion title="No Clinics Found">
    You are signed in with an account that owns no workspace. If you are staff somewhere rather than its owner, your workspace's billing belongs to its owner and is not yours to see. See [Work across more than one workspace](/platform/account/switching-workspaces).
  </Accordion>

  <Accordion title="A charge I do not recognise">
    Open the row and read **Type** and **Clinic**. A **Subscription** charge partway through a month is usually a staff seat — those are prorated the moment the seat is added. See [Staff seats](/platform/plans/seats).
  </Accordion>

  <Accordion title="I need an invoice addressed to my company">
    The billing details come from the payment provider's record, not from your workspace profile. [Contact support](/platform/help/contact-support) with the invoice reference from the **Invoice Details** sheet.
  </Accordion>

  <Accordion title="I cancelled but was charged again">
    Cancellation takes effect at the end of the billing period, so one more charge is normal only if it predates the cancellation. Check **Period Start** and **Period End** in the sheet, then [contact support](/platform/help/contact-support) with the reference.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Payment methods" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/credit-card.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=0cb94e491d19b5f3dfd58a1eb2cfc987" href="/platform/plans/payment-methods" width="24" height="24" data-path="images/icons/credit-card.svg">
    Which provider bills you, and how to change the card.
  </Card>

  <Card title="Change your plan" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/arrow-up-right-dots.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=e1a3f2d2814fd41a2cf05e42daf51912" href="/platform/plans/change-plan" width="24" height="24" data-path="images/icons/arrow-up-right-dots.svg">
    Upgrade, downgrade, cancel or reactivate.
  </Card>

  <Card title="Invoices for your patients" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/receipt.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=137ef92882f826ea6d1a6d6b2cfd2b65" href="/clinic/revenue/invoices" width="24" height="24" data-path="images/icons/receipt.svg">
    The other kind of invoice — the ones you send out.
  </Card>

  <Card title="Delete your account" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/trash.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=b97d9a4f591222cfc42de82a8b40862e" href="/platform/account/delete-account" width="24" height="24" data-path="images/icons/trash.svg">
    What to settle before you close everything down.
  </Card>
</Columns>

<StillStuck topic="a subscription charge" />